Overview

FI GROW Solutions partnered with a Massachusetts-based financial institution to showcase how integrating HubSpot Sales Hub and sales enablement strategies into digital marketing can deliver measurable results. The focus was on increasing 5-star Google reviews through personalized, automated outreach to referral partners and past mortgage clients.

Challenge

The institution wanted to strengthen relationships with referral sources and past clients while also improving their online reputation. They needed a strategy that could scale efficiently, feel personal, and drive more Google Reviews to enhance visibility and trust.

Solution

FI GROW Solutions collaborated with a mortgage loan officer to develop and implement a targeted, HubSpot-powered automated email sales sequence. This sequence included:

• Personalized Messaging: Each automated email was delivered through HubSpot as if sent directly from the loan officer.

• Video Integration: A heartfelt video from the loan officer thanking recipients for their business and requesting Google reviews.

  
  

• Streamlined Automation: HubSpot streamlined follow-up while maintaining a personal touch, ensuring consistent outreach without added manual effort.

Results 

The HubSpot-driven campaign produced measurable outcomes:

• 297 contacts enrolled (past clients + referral partners)

• 31.31% open rate, well above industry averages

• 8 new 5-star Google Reviews, improving the institution’s reputation and local search visibility

• Increased referral business as stronger relationships with referral partners drove new opportunities

Key Takeaways

1. Sales and Marketing Alignment: By bridging the gap between marketing and sales, FI GROW Solutions eliminated internal silos and created a seamless strategy.

2. Humanized Automation: Personalized video messages and tailored email sequences provided a personal touch at scale.

3. Measurable Success: The initiative demonstrated how combining sales enablement with digital marketing can yield tangible benefits for financial institutions.

Key Product

HubSpot Sales Hub – Powered the personalized, automated outreach with sequences, video integration, and reporting to track performance and impact.

In Conclusion

By combining HubSpot Sales Hub with FI GROW’s sales enablement expertise, the institution turned simple outreach into measurable business growth. The campaign not only boosted Google reviews but also strengthened relationships with key partners, increased referrals, and enhanced the institution’s online reputation. This case highlights how aligning sales and marketing through HubSpot creates scalable, impactful results.

You can do this for your Financial Institution as well, and we can help!

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